Estate and Succession Planning

You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax. 

We help make the estate planning process clear and understandable, and suggest strategies that may optimize the use of your estate assets. We work in collaboration with your attorney to explore and coordinate your financial planning with your estate planning.